A monthly report can take time even when the data exists. Someone must combine spreadsheets, check periods and explain changes. AI can help when calculation and interpretation have clear roles.
Claude's September 2026 updates describe delegating larger tasks in chat, including reports and spreadsheets. The ability to create a file doesn't remove the need to check source data. Source: Claude release notes.
Agree what the numbers mean
Does sales mean invoices issued or cash received? Are you comparing calendar months or equal numbers of working days? Without agreement, AI can write a correct sentence about the wrong comparison.
Use figures from a checked spreadsheet or query. Include the period, units and filters. Ask AI to describe what the data shows and label possible explanations that the table alone doesn't prove.
A revenue decline alongside fewer orders is observable. Concluding that marketing performed badly needs more information. Pricing, seasonality or service availability could explain it too.
Write something that supports a decision
A useful brief: “List the three largest changes, show the underlying figures for each and suggest two questions the manager should investigate. Don't attribute a cause without evidence.”
Spot-check calculations and make sure the summary includes uncomfortable results too. If the data is incomplete, the limitation should appear before the conclusion.
AILithe helps set up reporting so managers spend less time collecting files. That attention can go towards discussing which decision would actually change the outcome.